In the context of the rapid development of global technology, the production of Tesla's humanoid robots will usher in a qualitative leap in 2026, and the output will surge by 10 times. This huge market expectation has made the related reducer industry chain companies the focus of the market again.

The glory moment of the reducer marketWith Tesla's ambitions in the field of automation, the demand for reducers has risen significantly. The reducer is not only one of the core technologies of the robot, but also a key factor affecting its efficiency and cost. According to the latest data, Shuanglin shares (300100. SZ) has gained significant gains, with the latest price reaching 34.44 yuan, an increase of 14.88%. As a pioneer of new energy vehicle reducer, Shuanglin Co., Ltd. is developing a new generation of reducer, motor and electronic control three-in-one bridge, and strives to achieve a breakthrough in system efficiency.

Green harmonic leads the industry coquettish, and in the domestic harmonic reducer market, green harmonic (688017. SS) is not to be outdone. With its completion of the research and development of industrial robot harmonic reducer technology and the realization of large-scale production, the latest price of green harmonic has reached 120.04 yuan, an increase of 7.47%. As a leader in harmonic reducer, Green Harmonic not only replaces a variety of imported products, but also enhances the autonomy of the domestic supply chain, and the rapidly rising stock price proves the recognition of the market.

At the same time as the rise of other related enterprises, Zhaowei Electromechanical (003021. SZ), its main product is a precision planetary reducer with high transmission accuracy, the latest price is 92.00 yuan, an increase of 6.79%; and Shanghai Electromechanical (600835. SS) cooperated with Nabtesco in Japan, focusing on providing precision reducers for internationally renowned industrial robot companies, and its price has risen to 16.83 yuan. Reddy's Intelligent Drive(301596. SZ) is not far behind, the latest price reached 100.91 yuan, which focuses on the research and development of key components of automation equipment transmission and braking system, and constantly improves high-tech products including harmonic reducer.

The upcoming industrial reshuffle is expected to usher in a wave of unprecedented development opportunities for the entire reducer industry, driven by the mass production of Tesla's humanoid robots. From technological innovation to market expansion, the performance of related companies is worth looking forward to. At the same time, investors and consumers should be well prepared for this, as the future industry landscape may be reshaped in this battle between technology and the market. Through this magnificent development, perhaps we will witness the rise of Made in China and once again create our own legend of the times.